We are live on ! Find out more
SIVB

SVB Financial Group
SIVB

Delisted

SIVB was delisted on the 9th of March, 2023.

Back to rankings

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

16% more funds holding

Funds holding: 527 → 609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.77%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$138M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$108M
3
Artisan Partners
Artisan Partners
Wisconsin
+$94.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$91.2M
5
BlackRock
BlackRock
New York
+$77M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$389M
2
Goldman Sachs
Goldman Sachs
New York
-$52.2M
3
SSM
Sound Shore Management
Connecticut
-$48.9M
4
APG Asset Management
APG Asset Management
Netherlands
-$33.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
451
Prudent Man Advisors
Illinois
$332K -$648 -2 -0.2%
WIA
452
Wealthstreet Investment Advisors
Texas
$330K – – –
SC
453
Savant Capital
Illinois
$327K +$273K +842 New
SCA
454
Summit Creek Advisors
Minnesota
$326K -$1.11M -3,440 -80%
DWA
455
Douglass Winthrop Advisors
New York
$312K +$261K +804 New
VI
456
Versor Investments
New York
$311K -$1.54M -4,745 -86%
LS
457
Livforsakringsbolaget Skandia
Sweden
$310K +$97.2K +300 +60%
ECM
458
Everence Capital Management
Indiana
$310K +$259K +800 New
FA
459
FDx Advisors
Illinois
$309K +$258K +796 New
QCM
460
Quest Capital Management
Texas
$309K +$259K +798 New
GDP
461
Great Diamond Partners
Maine
$309K +$259K +799 New
AIP
462
Ameritas Investment Partners
Nebraska
$307K – – –
PAMP
463
Polar Asset Management Partners
Ontario, Canada
$307K +$256K +791 New
CWM
464
Curi Wealth Management
North Carolina
$307K +$257K +792 New
ST
465
Smithfield Trust
Pennsylvania
$305K -$1.3K -4 -0.5%
CTA
466
Chesley Taft & Associates
Illinois
$303K +$253K +780 New
CCM
467
Coldstream Capital Management
Washington
$286K +$239K +737 New
MOS
468
MGO One Seven
Ohio
$282K -$100K -309 -30%
CIC
469
Chase Investment Counsel
Virginia
$281K +$235K +725 New
SF
470
Synovus Financial
Georgia
$280K +$234K +721 New
IA
471
IndexIQ Advisors
New York
$280K +$234K +722 New
ASN
472
Advisory Services Network
Georgia
$277K -$4.21K -13 -2%
CI
473
Conning Inc
Connecticut
$277K +$231K +714 New
DWM
474
Dakota Wealth Management
Florida
$271K +$227K +700 New
WG
475
Winton Group
United Kingdom
$268K +$224K +691 New
17 18
19
20 21

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.